ducovest

BLES:ARCA-Inspire Global Hope Large Cap (USD)

ETF | World Large Stock | NYSE Arca

Last Closing

USD 37.465

Change

0.00 (0.00)%

Market Cap

USD 0.02B

Volume

4.30K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to replicate investment results that generally correspond to the Inspire Global Hope Large Cap Index. The fund generally will invest at least 80% of its total assets in the component securities. The index provider selects foreign and domestic large capitalization equity securities included in the Russell 1000 Index, MSCI EAFE Index, and MSCI EM Large Cap Index using Inspire Impact Score®, a proprietary selection methodology that is designed to assign a score based on the security's alignment with biblical values and the positive impact that company has on the world through various environmental, social and governance criterion.

Company Website : www.anchorcapitalfunds.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

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ETFs Containing BLES

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Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.97% 18% F 53% F
Dividend Return 1.75% 50% F 29% F
Total Return 6.72% 18% F 47% F
Trailing 12 Months  
Capital Gain 4.97% 18% F 53% F
Dividend Return 1.75% 50% F 29% F
Total Return 6.72% 18% F 47% F
Trailing 5 Years  
Capital Gain 24.17% 27% F 63% D
Dividend Return 19.36% 92% A 63% D
Total Return 43.52% 42% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 10.12% 42% F 65% D
Dividend Return 11.83% 42% F 64% D
Total Return 1.71% 58% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 23.12% 8% B- 47% F
Risk Adjusted Return 51.16% 25% F 66% D+
Market Capitalization 0.02B 40% F 29% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Negative earnings

The company had negative total earnings in the most recent four quarters.